As you effortlessly create and share your digital business cards with your valuable connections and prospective clients, you must collect and save their contact information for future interactions smoothly. Our Leads feature simplifies this process, enabling you to stay in touch with your network effortlessly.
Prerequisites
Beaconstac Cards Solo plan or above.
Collect contact information from your contacts
Sign in to your Beaconstac account.
In the LAUNCH tab, enable LEAD COLLECTION.
Choose the data you want to collect from your leads. The Name, Email Address, and Company fields are mandatory.
Click FINISH.
Once done, whenever you share your card with anyone, they can see Share your contact button below the card. Once they click it, they can enter their contact information and click Share my contact. Their contact will be collected and listed in the Leads menu in your account, from where you can manage them.
Note: If you have chosen Message from the list of data to be collected, the person who shares their contact with you can also add a short message by clicking +Add more information.
Manage your collected leads
Sign in to your Beaconstac account.
Click Cards from the drop-down in the top-left.
Click Leads.
To view a lead, click on the information icon in the right corner of the lead’s name.
To delete a lead, click on the bin icon in the right corner of the lead’s name.